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ExitPlan

Exit-strategy comparison, valuation-method reference, and a succession-planning timeline

Unify Dynamics LLC

Documentation
Tools5read-only
Sign-inNoneno account, no key
Data keptNoneprocessed in memory
PriceFreeoptional Pro limits
StatusLiveMCP + REST
Works withMCP · RESTany agent

Try asking

Real questions, and the tools your agent calls to answer them.

What's the difference between selling to a third party and an ESOP?
Tools called
exit_strategy_comparison
What valuation method should I use for an asset-heavy business?
Tools called
valuation_method_selector
What's the difference between asset-based and DCF valuation?
Tools called
valuation_method_overview
How far in advance should I start planning my business exit?
Tools called
succession_timeline_checklist
What's an earnout?
Tools called
exitplan_glossary

About

ExitPlan puts small-business exit and succession planning behind one connector, hand-curated and fully local — nothing fetched, nothing stored. exit_strategy_comparison explains sale to a third party, transfer to family, sale to employees (ESOP), merger/acquisition, liquidation, and gradual wind-down, each with pros, cons, timeline, and best fit. valuation_method_overview explains asset-based, market/comparable, and income/DCF valuation methods with real tradeoffs, never a dollar figure. valuation_method_selector recommends which method(s) fit a business from real characteristics. succession_timeline_checklist backward-plans preparation from years-before-exit with real reasoning tied to tax planning, successor development, and maximizing valuation. exitplan_glossary defines ESOP, earnout, letter of intent, due diligence, goodwill, and more. General educational information, not financial, tax, or legal advice, and not a valuation of any specific business.

Sources: Computed locally / hand-curated small-business exit and succession-planning reference (exit-strategy comparison, valuation-method explanations and selector logic, succession-timeline reasoning, glossary); fully local, zero upstream calls. General education, not financial, tax, or legal advice, and not a valuation.

Privacy

The publisher, Unify Dynamics LLC, states that tool inputs are processed in memory and not retained.

Data not collectedNo account, no profile, no stored prompts or results.
Privacy policyTerms

What it can do

5 tools, grouped by job. Every one is read-only or compute-only.

OpenAPI
Strategy1 tools
  • Exit strategy comparisonExplains and compares small-business exit strategies — sale to a third party, transfer to family, sale to employees (ESOP), merger/acquisition,…
Valuation2 tools
  • Valuation method overviewExplains real business-valuation methods — asset-based, market/comparable (multiple-based), and income/discounted-cash-flow (DCF) — how each works…
  • Valuation method selectorRecommends which valuation method(s) typically fit a business, from real yes/no characteristics — never a specific dollar figure.
Timeline & reference2 tools
  • Succession timeline checklistBackward-plans succession preparation from years-before-exit, with real reasoning tied to tax planning, finding/training a successor, and…
  • Exitplan glossaryDefinitions of common exit-planning terms — ESOP, earnout, non-compete/non-solicit, letter of intent, due diligence, working capital adjustment,…

Information

PublisherUnify Dynamics LLC
CategoryMoney & business
LanguagesEnglish
Built forUnited States
CompatibilityAny MCP client · any agent · REST
Version0.1.0
MCP endpointhttps://exitplan.connectorbay.com/mcp
REST APIopenapi.json
SupportGet help · Status
CountryWorldwide

Connect it to your agent

Three ways in, the same 5 tools.

MCP (Claude, Cursor, Windsurf, VS Code, any MCP client)https://exitplan.connectorbay.com/mcp
RESTPOST https://exitplan.connectorbay.com/v1/tools/<tool>
OpenAI function callinghttps://connectorbay.com/openai/exitplan.json
OpenAI-compatible chathttps://connectorbay.com/v1/chat/completions · how it works
  • Add the MCP URL in your client's connector, MCP or integration settings (streamable HTTP, no OAuth).
  • Key: none needed.
  • Ask a question; the agent picks the right tool and answers from the live data.

ExitPlan connector: questions and answers

What is the ExitPlan connector?

ExitPlan puts small-business exit and succession planning behind one connector, hand-curated and fully local — nothing fetched, nothing stored. It is a hosted MCP server with 5 tools such as Exit strategy comparison, Valuation method overview, Valuation method selector, Succession timeline checklist, Exitplan glossary, published by Unify Dynamics LLC. It is independent and not affiliated with ExitPlan.

How do I connect ExitPlan to Claude, ChatGPT or Cursor?

Add the MCP endpoint https://exitplan.connectorbay.com/mcp to your client's MCP, connector or integration settings (streamable HTTP, no OAuth). For REST, POST JSON to https://exitplan.connectorbay.com/v1/tools/<tool>; the OpenAPI description is at /openapi.json. For OpenAI function calling, load https://connectorbay.com/openai/exitplan.json.

Do I need an account or API key for ExitPlan?

No. The connector needs no sign-in and no key. An optional Pro key only raises rate limits.

Is ExitPlan read-only?

Yes. Every tool reads or computes. Nothing is created, changed, sent, paid or deleted in your account.

Is the ExitPlan connector free?

Yes. It is free to use within the published rate limits; an optional Pro key raises them. There is no account to create.

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Documentation

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What ExitPlan is for

"What's the difference between selling to a third party and an ESOP", "what valuation method should I use for my business", "why do advisors say to start exit planning years early", "what's an earnout" — the plain-language exit-planning questions a small-business owner has long before they ever talk to an M&A advisor. ExitPlan answers them from a hand-curated, fully local reference — no upstream calls, no valuations, nothing stored.

ExitPlan is general educational information about common exit strategies and valuation concepts. It is NOT financial, tax, or legal advice, and it is NOT a valuation of any specific business. Always work with a qualified M&A advisor, accountant, and attorney for your actual situation.

What it does

exit_strategy_comparison explains and compares the real exit paths — sale to a third party, transfer to family, sale to employees via an ESOP, merger/acquisition, liquidation, and gradual wind-down — each with a description, typical timeline, pros, cons, and best fit. valuation_method_overview explains the three real valuation methods — asset-based, market/comparable (multiple-based), and income/discounted-cash-flow (DCF) — with genuine tradeoffs for each, never a specific dollar figure. valuation_method_selector recommends which method(s) typically fit a business from real characteristics (asset-heavy, stable cash flow, active comparable sales) — a method recommendation, never a calculated valuation. succession_timeline_checklist backward-plans succession preparation from years-before-exit, with real reasoning tied to why advisors recommend starting years in advance: tax planning, finding and training a successor, and maximizing eventual valuation. exitplan_glossary defines terms like ESOP, earnout, letter of intent, due diligence, and goodwill.

What it is not

Not financial, tax, or legal advice, not a valuation of any specific business, and not a substitute for a qualified M&A advisor, accountant, or attorney. The valuation-method tools explain and recommend METHODS — they never compute or claim a specific dollar value for any business, because that requires real financial data and professional judgment this connector doesn't have.

Built and maintained by Unify Dynamics LLC. Contact: agent@connectorbay.com.

Privacy policy

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ExitPlan — Privacy Policy

Effective 28 September 2026. Unify Dynamics LLC ("we", "us"), Menlo Park, California.

What ExitPlan is. ExitPlan is a connector (an MCP server and REST API) that AI assistants and personal agents call on your behalf for small-business exit/succession-planning educational content: an exit-strategy comparison, a valuation-method reference and selector, a succession-timeline checklist, and a glossary. You interact with your assistant; the assistant sends us only the arguments needed for that one lookup or recommendation. ExitPlan is general education, NOT financial, tax, or legal advice, and NOT a valuation of any specific business.

What we receive. The arguments of each tool call — a strategy or method name, a glossary term, a years-before-exit figure, or a handful of yes/no facts about a business's characteristics (e.g. whether it's asset-heavy) — the technical headers needed to serve the request (an IP address or a client identifier supplied by the assistant, and a Pro API key if you have one), and standard server logs. We never receive your actual business's name, financials, or any real valuation figure.

Everything is computed on our server and nothing is stored. Every response is drawn from hand-curated, bundled reference content or a transparent local recommendation; no request is forwarded to any third party — there is no M&A platform, valuation firm, or brokerage integration of any kind — and no query is logged in request bodies, recorded, or used to train anything.

What we do not receive or store. We do not receive your conversation with the assistant, your actual business's financial statements, or any real valuation or deal information, and we do not build a profile from your queries: each request is answered independently and nothing carries over between requests. Rate-limit counters (a client identifier and timestamps) are held in memory for at most 24 hours. Hosting-provider access logs, which contain IP addresses and request paths but not request bodies, are retained for up to 30 days for security and abuse prevention.

Sub-processors. None — every tool is computed locally, and there is no integration with any M&A platform, broker, or valuation firm. Hosting: Vercel (United States regions).

Legal bases and your rights. For users in California, the EU/UK and elsewhere, our processing is necessary to provide the service you request through your assistant. Because we store no personal data beyond short-lived logs, requests to access, correct or delete personal data are usually satisfied automatically; you can still contact agent@connectorbay.com and we will respond within 30 days. We do not sell or share personal information and do not use your data to train models.

Children. ExitPlan is a general-audience service for business owners and other adults; we knowingly collect no personal data from anyone.

Changes. We will post changes here with a new effective date.

Terms of service

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ExitPlan — Terms of Service

Effective 28 September 2026. These terms govern use of the ExitPlan connector ("the Service") operated by Unify Dynamics LLC ("we", "us").

  1. The Service. ExitPlan returns hand-curated general educational content about common small-business exit strategies, business-valuation methods, and succession-planning timelines, and runs transparent local recommendation logic. It is accessed through an AI assistant or directly over MCP or HTTP.
  2. Educational only — NOT financial, tax, or legal advice, and NOT a valuation. Every response from ExitPlan is general educational information about common exit-planning concepts, prepared without knowledge of your specific business's financials, industry, or situation. It is not a recommendation to pursue any specific exit strategy, is not tax or legal advice, and — critically — is never a valuation of any specific business: valuation_method_overview and valuation_method_selector explain and recommend valuation METHODS only and never compute or state a dollar value for anything. Using the Service does not create any advisory, accounting, or attorney-client relationship. Consult a qualified M&A advisor, accountant, and attorney for your actual business.
  3. Succession timing is general guidance, not a guarantee. succession_timeline_checklist reflects commonly cited planning horizons and reasoning (tax planning, successor development, valuation improvement). Actual timing needs vary by business, industry, and personal circumstances.
  4. Not a brokerage, advisory firm, or deal platform. ExitPlan does not list businesses for sale, connect buyers and sellers, or facilitate any transaction.
  5. Acceptable use. Automated use within the published rate limits is welcome.
  6. Availability. The Service is provided "as is" without warranty. We may change, limit or discontinue it at any time.
  7. Data. Our Privacy Policy describes what we process. In short: your query is answered on our server and nothing is stored.
  8. Pro keys. Optional Pro API keys are issued at our discretion, are personal to the holder and may be revoked for abuse.
  9. Liability. To the fullest extent permitted by law, Unify Dynamics LLC is not liable for any financial, tax, legal, or other loss arising from use of or reliance on the Service, including any decision made based on a strategy comparison, valuation-method recommendation, or timeline it returns. Our total liability is limited to US $100.
  10. Governing law. California law; venue in San Mateo County, California.
  11. Contact. Unify Dynamics LLC · agent@connectorbay.com · https://connectorbay.com/exitplan

Support

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ExitPlan support

Email agent@connectorbay.com. We answer within two business days.

When you report a problem, include the question you asked your agent, roughly when, and which agent you used (for example Claude, ChatGPT or Gemini). Never send us passwords, account numbers or ID numbers. ExitPlan never asks for them.

Get ExitPlan

Free · No sign-in · Read-only

Streamable HTTP, stateless, no authentication. Paste the endpoint into any MCP-capable agent.

https://exitplan.connectorbay.com/mcp
{
  "mcpServers": {
    "exitplan": {
      "type": "http",
      "url": "https://exitplan.connectorbay.com/mcp"
    }
  }
}